Answer
Nov 14, 2016 - 05:33 PM
An invoice can be moved to a different matter during the invoice approval process. If an invoice has been fully approved in the wrong matter, it cannot be directly moved to another matter. To correct the problem, a company user will need to enter a correcting memo entry invoice in both matters.
For example, if invoice number 1234 from ABC Firm was approved for $1,000 in the matter "Alpha" but should have been approved for $1000 in the matter "Beta," you should post two memo entries as follows:
Memo Entry #1
Matter: Alpha
Invoice Number: 1234-Reversal
Vendor: ABC Firm
Amount: -$1000
Memo Entry #2
Matter: Beta
Invoice Number: 1234-Correction
Vendor: ABC Firm
Amount: $1000 https://trackerhelp.serengetilaw.com/...
For example, if invoice number 1234 from ABC Firm was approved for $1,000 in the matter "Alpha" but should have been approved for $1000 in the matter "Beta," you should post two memo entries as follows:
Memo Entry #1
Matter: Alpha
Invoice Number: 1234-Reversal
Vendor: ABC Firm
Amount: -$1000
Memo Entry #2
Matter: Beta
Invoice Number: 1234-Correction
Vendor: ABC Firm
Amount: $1000 https://trackerhelp.serengetilaw.com/...
